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Guraaf  

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  • Honeywell And Melrose Tango For Mutual Benefit [View article]
    Thanks for the article. How is Landis+Gyr in this space?
    Jul 29, 2015. 09:06 PM | Likes Like |Link to Comment
  • LinkedIn: Be Greedy When Others Are Fearful [View article]
    You wrote: "LinkedIn (NYSE:LNKD) will report its 2Q15 on Thursday with consensus expecting $0.30 in EPS and $679m in revenue, +27% y/y"

    That would be non-GAAP EPS, correct? Or is LinkedIn expected to generate GAAP earnings of 30c this time around?
    Jul 27, 2015. 08:24 AM | Likes Like |Link to Comment
  • Dover On The Defensive [View article]
    :-) I am sure you will make through the day. An hour at a time.
    Jul 24, 2015. 03:07 PM | Likes Like |Link to Comment
  • The Timken Company - Has The Spin-Off Really Unlocked Value? [View article]
    Timken (TKR)
    Jul 24, 2015. 03:06 PM | Likes Like |Link to Comment
  • IPO Quiet Period Expiration: Teladoc [View article]
    BTW, you linked this article to PCP - Precision Castparts when you wanted to say primary care physician. You should perhaps put double braces. Surprised that editors aren't catching these simple problems.

    The article isn't about (PCP) at all!!
    Jul 24, 2015. 11:57 AM | Likes Like |Link to Comment
  • The Timken Company - Has The Spin-Off Really Unlocked Value? [View article]
    What do you think of Timken now with the yield at 3%?
    Jul 24, 2015. 11:48 AM | Likes Like |Link to Comment
  • Dover On The Defensive [View article]
    Thanks Stephen. Eaton is now close to $61 and at a 3.6% forward dividend yield. I would be curious to see what your updated numbers suggest about valuation.

    On a separate note, it appears that Eaton dividend is return of capital? If yes, would it better to buy Eaton in a regular taxable brokerage account on in a traditional IRA or perhaps a Roth IRA account? Any tips/pointers?

    Thanks much!
    Jul 24, 2015. 11:41 AM | Likes Like |Link to Comment
  • Inexpensive Income Investment: Eaton [View article]
    Would one advise to buy Eaton in a regular taxable brokerage account on in a traditional IRA or a Roth IRA account?

    Thanks!
    Jul 24, 2015. 11:39 AM | Likes Like |Link to Comment
  • Dover On The Defensive [View article]
    Thanks for the article.

    I have held Dover for more than 4 years now but am wondering if I should exit now. I realize that I have quite a few industrials but perhaps I chose the weaker ones. Crane, Dover, Nucor, Emerson, Siemens, Sun Hydraulics and a few more.

    Do you think that switching Dover to Honeywell or Rockwell or even Eaton at today's price would make sense? Getting rid of Nucor and buying Cummins perhaps?
    Jul 23, 2015. 05:07 PM | Likes Like |Link to Comment
  • Qualcomm posts mixed results, guides light, announces job cuts [View news story]
    How can Jana dictate what to do with less than 2% of shares? They don't even have a board seat, do they?

    Also, Samsung S7 is almost surely a S.LSI Exynos chip. S6 and Note 5 are internal and so will S7 be. Samsung isn't going back to Qualcomm ever.
    Jul 23, 2015. 12:29 PM | Likes Like |Link to Comment
  • Qualcomm posts mixed results, guides light, announces job cuts [View news story]
    In my ~7 years of investing, this was perhaps the only right thing that I did - sold Qualcomm when it was $76.
    Jul 23, 2015. 11:14 AM | 3 Likes Like |Link to Comment
  • Is The European Telecom Sector Still Attractive? [View article]
    Not necessarily. Because there is competition and it is a capital intensive industry. Right now interest rates are low but when they start to increase, the cost of debt will increase. Network equipment is very expensive to update and upgrade.
    Jul 18, 2015. 10:41 AM | Likes Like |Link to Comment
  • Flowers Foods: A Mid-Cap Anchor For Long-Term Investors [View article]
    Thanks for the article but I don't see the value here. If sales are growing at 5% approx and EPS by 10-13% then why would I value at a PE of 21. Why wouldn't I value closer to long-term stock market average of 15? Forget where it traded at in the recent past due to ongoing bubble started by QE program.
    Jul 17, 2015. 06:11 PM | Likes Like |Link to Comment
  • Is The European Telecom Sector Still Attractive? [View article]
    You said that Vodafone is the second biggest. Who is the largest? Just curious.

    Any views on TeliaSonera from Sweden? And Orange from Spain? Thanks.
    Jul 17, 2015. 06:07 PM | Likes Like |Link to Comment
  • BASF: Go For Yield With The World's Leading Chemical Company [View article]
    26% taxes withheld by Germany.
    Jul 16, 2015. 02:50 PM | Likes Like |Link to Comment
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